See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,053 | $167,307-3.1% | $143,757+12.7% | $134,475+20.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $6,047 | $5,619+7.6% | $4,951+22.1% | $4,740+27.6% |
| Participant deferral / active EE | $7,185 | $6,446+11.5% | $5,637+27.5% | $6,400+12.3% |
| Admin fee / account holder | $9,389 | $18,088-48.1% | $14,673-36.0% | $11,426-17.8% |